WCM

WealthBridge Capital Management Portfolio holdings

AUM $426M
1-Year Est. Return 19.08%
This Quarter Est. Return
1 Year Est. Return
+19.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$234M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$82.5K

Top Sells

1
+$75.4M
2
+$15M
3
+$4.28M

Sector Composition

1 Financials 5.97%
2 Technology 5.71%
3 Consumer Discretionary 5.07%
4 Healthcare 3.25%
5 Communication Services 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$291K 0.12%
12,419
152
$289K 0.12%
21,286
153
$288K 0.12%
19,481
154
$286K 0.12%
11,305
155
$281K 0.12%
3,129
156
$280K 0.12%
2,825
157
$277K 0.12%
13,221
158
$274K 0.12%
6,986
159
$269K 0.11%
2,800
160
$269K 0.11%
6,867
161
$263K 0.11%
5,362
162
$259K 0.11%
5,641
163
$256K 0.11%
2,763
164
$254K 0.11%
2,785
165
$250K 0.11%
11,800
166
$250K 0.11%
3,501
167
$245K 0.1%
1,346
168
$243K 0.1%
1,140
169
$241K 0.1%
9,703
170
$239K 0.1%
606
171
$237K 0.1%
2,884
172
$235K 0.1%
22,300
173
$232K 0.1%
711
174
$231K 0.1%
42,400
175
$231K 0.1%
190
4 5 6
7
8